Civic Intelligence

Opportunity Inc.

990 • Fiscal year 2017 • EIN 61-1748401

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

550 W Van Buren Street Suite 200Chicago, IL 60607

(312) 487-5000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

1.00x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

3.17x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

39th percentile

-0.1%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

95th percentile

$325,182

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

100th percentile

3850%

Faster asset growth than 100% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,818,563

Up $3,721,902 (+3850%) from 2016

Net Assets

Down

-$871

Down $872 (-87200%) from 2016

Liabilities

Up

$3,819,434

Up $3,722,774 (+3851%) from 2016

Revenue

Down

$1,206,001

Down $2,354,260 (-66%) from 2016

Expenses

Down

$1,206,873

Down $2,353,387 (-66%) from 2016

Net Income

Down

-$872

Down $873 (-87300%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2015: $107,899Liabilities 2015: $107,899Net Assets 2015: $02015Assets 2016: $96,661Liabilities 2016: $96,660Net Assets 2016: $12016Assets 2017: $3,818,563Liabilities 2017: $3,819,434Net Assets 2017: -$8712017Assets 2018: $34,346Liabilities 2018: $69,893Net Assets 2018: -$35,5472018Assets 2019: $745,480Liabilities 2019: $708,770Net Assets 2019: $36,7102019Assets 2020: $141,089Liabilities 2020: $10,211Net Assets 2020: $130,8782020Assets 2021: $99,632Liabilities 2021: $18,546Net Assets 2021: $81,0862021Assets 2022: $73,800Liabilities 2022: $8,513Net Assets 2022: $65,2872022Assets 2023: $124,614Liabilities 2023: $947Net Assets 2023: $123,6672023Assets 2024: $18,339Liabilities 2024: $11,946Net Assets 2024: $6,3932024

Highlighted filing

2017

Assets$3,818,563
Liabilities$3,819,434
Net Assets-$871

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $4,443,184Expenses 2015: $4,443,184Net Income 2015: $02015Revenue 2016: $3,560,261Expenses 2016: $3,560,260Net Income 2016: $12016Revenue 2017: $1,206,001Expenses 2017: $1,206,873Net Income 2017: -$8722017Revenue 2018: $880,610Expenses 2018: $915,286Net Income 2018: -$34,6762018Revenue 2019: $796,977Expenses 2019: $724,720Net Income 2019: $72,2572019Revenue 2020: $407,970Expenses 2020: $313,802Net Income 2020: $94,1682020Revenue 2021: $192,521Expenses 2021: $242,313Net Income 2021: -$49,7922021Revenue 2022: $312,112Expenses 2022: $327,911Net Income 2022: -$15,7992022Revenue 2023: $331,711Expenses 2023: $273,331Net Income 2023: $58,3802023Revenue 2024: $295,804Expenses 2024: $413,078Net Income 2024: -$117,2742024

Highlighted filing

2017

Revenue$1,206,001
Expenses$1,206,873
Net Income-$872
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$1,206,001
Mission and Program Overview

Mission

Opportunity, inc. Is a tax-exempt, publicly supported corporation that empowers people living in poverty to transform their lives, their children's futures and their communities by providing financial solutions and training. Opportunity, inc. Supports local (see sch o) microfinance organizations which provide innovative financial solutions to empower people, create jobs and build vibrant communities.

Opportunity, inc. Is a tax-exempt, publicly supported corporation that empowers people living in poverty to transform their lives, their children's futures and their communities by providing financial solutions and training. Opportunity, inc. Supports local microfinance organizations which provide innovative financial solutions to empower people, create jobs and build vibrant communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related-$3,703,264-
Accounts Receivable$41,700$110,408▲ $68,708
Intangible Assets$9,934$4,891▼ $5,043
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$1$-871▼ $872
Total Assets$96,661$3,818,563▲ $3,721,902
Other Assets Total$45,027$0▼ $45,027
Liabilities
Other Liabilities$14,219$3,703,264▲ $3,689,045
Accounts Payable and Accrued Expenses$82,441$116,170▲ $33,729
Total Liabilities$96,660$3,819,434▲ $3,722,774
Net Assets / Fund Balance
Total Net Assets Fund Balance$1$-871▼ $872
Total Liabilities and Net Assets / Fund Balance$96,661$3,818,563▲ $3,721,902

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$3,703,264--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki EscarraDirector and Pres Until 4/27/17PT$141,083$19,804$160,887
Ronald GraySecretaryPT$69,063$12,233$81,296
Noel McbrideVP Financial Planning & AnalysisPT$57,464$11,900$69,364
Robert DunnPresident & Executive DirectorPT$39,018-$39,018

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,206,001
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$99,008
Change in Net Assets
$-872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$922,095
Other Expenses$284,778
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$683,686--$683,686
Current Officers, Directors, Trustees, and Key Employees$108,081--$108,081
Fees for Services Legal$48,531--$48,531
Other Employee Benefits$45,179--$45,179
Payroll Taxes$43,141--$43,141
Pension Plan Contributions$42,008--$42,008
Travel$41,933--$41,933
Office Expenses$24,652--$24,652
Insurance$17,925--$17,925
Fees for Services Other$15,361--$15,361
Other Expenses$8,077$100,000-$8,077
Fees for Services Accounting$6,000--$6,000
Depreciation Depletion$5,044--$5,044
Conferences and Meetings$3,729--$3,729
Information Technology$1,276--$1,276
Advertising$450--$450
Total Functional Expenses$1,106,873$100,000$0$1,206,873
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Indemnification Liability$3,703,264
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization's members are opportunity international, inc., opportunity international united kingdom, and opportunity international australia limited (see schedule r, part ii).

Form 990, Part VI, Section A, Line 7A

The organization's members may appoint up to ten of the board of directors.

Form 990, Part VI, Section B, Line 11B

Staff prepares detailed information from internal reports and financial statements and sends to cla. Treasurer and ceo of oi review the draft prepared by cla and discuss comments and questions with cla. After review is complete, the 990 is distributed to the oi board of directors and the return is signed and submitted to the irs.

Form 990, Part VI, Section B, Line 12C

It is an annual requirement for all employees and directors to sign the conflict of interest statements. Disclosures are to be made by employees to the chief executive officer. In the case of the ceo and other directors conflicts of interest are reported to the board chair, or in the case of the board chair to the chair of the risk & audit committee. If a conflict of interest is determined the responsible person(s) are recused/excluded from all discussions in connection with the proposed transaction. Finance department monitors related party transactions.

Form 990, Part VI, Section B, Line 15

Ceo compensation is approved by the people committee of the global board and documented in employee file. Compensation decisions of other officers are determined in accordance with related party policies and approvals are documented in the employee files.

Form 990, Part VI, Section C, Line 19

Conflict of interest policy is not published. Financial statements are available upon request. Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Opportunity Inc
EIN
61-1748401
Phone
3124875000
Address
550 W VAN BUREN STREET SUITE 200, CHICAGO, IL 60607

Signing Officer

Name
Margaret Tomasik
Title
Treasurer
Phone
3124875000
Signed
2018-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Tomasik
Formed
2014
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
1301 W 22ND ST STE 1100, OAK BROOK, IL 60523
Preparer
Melissa Struck
Phone
6305738600
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IRS990/OtherLiabilitiesGrp/EOYAmt03703264
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0683686
IRS990/OtherSalariesAndWagesGrp/TotalAmt0683686
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt043141
IRS990/PayrollTaxesGrp/TotalAmt043141
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt042008
IRS990/PensionPlanContributionsGrp/TotalAmt042008
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARGARET TOMASIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02732412
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0801673
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0827849
IRS990/PYRevenuesLessExpensesAmt01
IRS990/PYSalariesCompEmpBnftPaidAmt02758587
IRS990/PYTotalExpensesAmt03560260
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03560261
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-872
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt01106993
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-871
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01206001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02732412
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03407033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07345446
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01863999
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt07345446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01206001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02732412
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03407033
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07345446
IRS990ScheduleA/TotalSupportAmt07345446
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt03703264
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0MYBUCKS SA
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03703264
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INDEMNIFICATION LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt03703264
IRS990ScheduleD/TotalLiabilityAmt03703264
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt069063
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2141083
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt357464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0207188
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1187582
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt269489
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3116668
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06466
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt217330
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt35588
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt019397
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt119434
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt28536
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt311346
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt05767
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt22474
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt36312
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt017301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt115094
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt21219
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt312816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RONALD GRAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARGARET TOMASIK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2VICKI ESCARRA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3NOEL MCBRIDE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2DIR AND PRES UNTIL 4/27/17
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3VP FINANCIAL PLANNING & ANALYSIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt081296
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2160887
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt369364
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0243886
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1222110
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt279244
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3140830
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MEMBERS ARE OPPORTUNITY INTERNATIONAL, INC., OPPORTUNITY INTERNATIONAL UNITED KINGDOM, AND OPPORTUNITY INTERNATIONAL AUSTRALIA LIMITED (SEE SCHEDULE R, PART II).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBERS MAY APPOINT UP TO TEN OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STAFF PREPARES DETAILED INFORMATION FROM INTERNAL REPORTS AND FINANCIAL STATEMENTS AND SENDS TO CLA. TREASURER AND CEO OF OI REVIEW THE DRAFT PREPARED BY CLA AND DISCUSS COMMENTS AND QUESTIONS WITH CLA. AFTER REVIEW IS COMPLETE, THE 990 IS DISTRIBUTED TO THE OI BOARD OF DIRECTORS AND THE RETURN IS SIGNED AND SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IT IS AN ANNUAL REQUIREMENT FOR ALL EMPLOYEES AND DIRECTORS TO SIGN THE CONFLICT OF INTEREST STATEMENTS. DISCLOSURES ARE TO BE MADE BY EMPLOYEES TO THE CHIEF EXECUTIVE OFFICER. IN THE CASE OF THE CEO AND OTHER DIRECTORS CONFLICTS OF INTEREST ARE REPORTED TO THE BOARD CHAIR, OR IN THE CASE OF THE BOARD CHAIR TO THE CHAIR OF THE RISK & AUDIT COMMITTEE. IF A CONFLICT OF INTEREST IS DETERMINED THE RESPONSIBLE PERSON(S) ARE RECUSED/EXCLUDED FROM ALL DISCUSSIONS IN CONNECTION WITH THE PROPOSED TRANSACTION. FINANCE DEPARTMENT MONITORS RELATED PARTY TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CEO COMPENSATION IS APPROVED BY THE PEOPLE COMMITTEE OF THE GLOBAL BOARD AND DOCUMENTED IN EMPLOYEE FILE. COMPENSATION DECISIONS OF OTHER OFFICERS ARE DETERMINED IN ACCORDANCE WITH RELATED PARTY POLICIES AND APPROVALS ARE DOCUMENTED IN THE EMPLOYEE FILES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFLICT OF INTEREST POLICY IS NOT PUBLISHED. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11

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